Historical fundamental stock rankings for US-listed companies
Stock screener and research platform for value investors who pick their own stocks
Stage
Not given
Not given
Founded
Not given
Not given
Based in
BR
US
Pricing model
Freemium
Freemium
Pricing
Free: Public Archive through 2021. Founding membership: $99/year (locked price until October 31, 2026). Standard annual membership: $149/year. Monthly plan: $19/month.
Curious is free. Serious plan $29/month or $299/year. Professional plan $99/month or $999/year. Home Market Packs for markets outside the US: one market $15/month or $149/year; all regions $499/month or $4,999/year. New accounts start with 30 days of Professional free, no card required, with a 30-da
Key features
Historical fundamental rankings from 1996 through 2021
HDB Score composite metric
Compare up to four companies side by side
Tenure rankings measuring consistency
Portfolio research shortlist for members
Current and recent rankings for members
Company research with figures compared against peers and historical filing data
Portfolio tracking showing holdings as one business with size, risk, income and shared exposure
Thesis writing and nightly re-testing of guardrails against filed accounts
Weekly brief summarizing which guardrails passed and failed across all holdings
Excel add-in to pull filed figures directly into spreadsheets with source citations
Access to 54 markets outside the US with Home Market Packs
Ranked investor discipline tests including Graham, Buffett, Greenblatt and Piotroski methodologies
What makes it different
26 years of free historical data through 2021 requires no account
Proprietary HDB Score algorithm based on historical fundamentals
Built independently with publicly documented methodology
Focuses on fundamental consistency rather than predicting returns
All figures sourced to their origin: filed statements with formulas and filing dates, or market data with its date
Nightly re-testing of your investment thesis against new filings, with alerts only when guardrails break
No investment advice, buy/sell recommendations, or fair value targets; you make all decisions
Focuses exclusively on long-term investors who research companies; explicitly excludes traders and model-portfolio followers
Holder Dashboard
ValueScreener